Mailchimp Advanced Analytics

Mailchimp Advanced Analytics

Analytics Plus advanced analytics connector for MailChimp enables you to easily analyze your email campaigns in MailChimp and derive great insights. This helps product marketers and analysts to slice and dice their campaign data, keep track of them and effectively manage their email campaigns.

You can create and analyse reports such as open rate, conversion rate, best performing campaigns and do much more. This connector comes with 50+ core handpicked reports and dashboards that will help you jumpstart on analyzing data.

Note:

  • Known issues: Values in the "Emails Sent" column in the List Activity module are displayed as "0". We are working on this issue.
  • You can only import data from a maximum of 100 campaigns.

General

  1. What is Analytics Plus?
  2. Why Mailchimp Advanced Analytics connector?
  3. What do I get when I use this connector?

Setup

  1. How do I setup the Mailchimp Advanced Analytics connector?
  2. How long should I wait for my Mailchimp data to initially appear in Analytics Plus?
  3. I received an email which said 'Setup Process Failed'/'Synchronization Process Failed'. What should I do?
  4. How frequently can I synchronize my data with Analytics Plus?
  5. Can I edit the Mailchimp connector Synchronization setting?
  6. Can I synchronize my Mailchimp company data instantly?
  7. In whose account will the Mailchimp connector be setup?
  8. What are the modules in Mailchimp on which I could create reports using this connector?
  9. How to create reports with this connector?
  10. Can I setup the Mailchimp connector in any other existing workspaces or in any other advanced analytics workspace?
  11. How can I configure multiple Mailchimp setups?
  12. Can I transfer my Mailchimp connector to another admin account?
  13. How can I remove the setup?

Reporting Features

  1. What are the report types supported by Analytics Plus?
  2. Can I modify the default reports that have been created by the Analytics Plus connector? If so, how?
  3. How do I create reports using fields/columns across different modules?
  4. What are Formulas in reports?
  5. What are the default formulas added by Analytics Plus, on setting up this connector?
  6. How do I create my own custom formulas in Analytics Plus?
  7. Can I add/modify data in the Mailchimp data tables (modules) from within Analytics Plus?
  8. Can I add new columns to the Mailchimp data tables (modules) from within Analytics Plus?
  9. Can I add new data tables in this workspace to create reports & dashboards?
  10. Can I combine data from other sources with the data from Mailchimp to create reports and dashboards?
  11. Can I join data from multiple tables to create reports?
  12. What are Query Tables?

Users, Sharing & Collaboration

  1. How do I share the reports in Analytics Plus with my colleagues?
  2. Why are other members in my company not able to access the reports created?
  3. How can other members in my company create reports?
  4. Why can't other users edit the reports that I have shared to them?
  5. Can I share the same report created to multiple users with different criteria associated, so that they see different data?
  6. Can I export a report/dashboard?
  7. How can I print the reports & dashboards created in Analytics Plus?
  8. How can I email reports & dashboards created in Analytics Plus in a scheduled manner?
  9. How do I embed my reports in my intranet, blog or presentation?

Help & Support

  1. How do I get technical support on Analytics Plus connector?
  2. Can I have someone from Analytics Plus do a demo of this connector for me?

General

1. What is Analytics Plus?

ManageEngine Analytics Plus is an on-premises reporting and business intelligence service that helps you to easily analyze your IT data and create insightful reports & dashboards for informed decision-making. It offers the following important capabilities:

Import data from different sources: 

Ease of use:

  • ‌Drag and drop report building capability with an user-friendly interface.
  • Little or no technical expertise needed.
  • Auto analysis feature builds charts and dashboards for any type of data.

Powerful visualizations:

  • Turns your table data into visualizations.
  • Auto-selects the right type of chart based on data type.
  • More than 30 types of charts to represent your data.

Intuitive dashboards:

Custom functions:

  • Built in formula engine that lets you choose from a wide range of mathematical and statistical functions. 
  • Use custom formulas or aggregate formulas to derive new columns.

Sharing and Collaboration:

Exporting data:

Out-of-the-box Integrations:

Also, check out our Getting Started Video.

 2. Why Mailchimp Advanced Analytics connector?

Mailchimp Advanced Analytics Connector enables you to import your campaign data in Mailchimp into Analytics Plus for advanced reporting and analysis. This connector brings in all the capabilities of Analytics Plus described above to Mailchimp users.

  • A full-featured business intelligence (BI) and reporting tool that can slice & dice your Mailchimp data to create any report/dashboard you require.
  • Over 50+ handpicked reports/dashboards that anyone using Mailchimp will find great value in.
  • Create your own reports and dashboards based on not only your Mailchimp data but also from other data sources and integrations
  • Share reports and dashboards with your colleagues.
  • Schedule and email your reports whenever you want.
  • Export your reports as PDF, HTML, Excel, CSV and image files.
  • Embed your reports on websites, blogs etc.

 3. What do I get when I use this Connector?

As a Mailchimp user using this connector brings you immense benefits. You get to look at your campaign data in Mailchimp in ways you couldn't have looked at before. It enables you to do powerful analysis and create insightful reports & dashboards. You can create a wide range of reports including as open rate, conversion rate, best-performing campaigns and so much more with ease.

Analytics Plus drag-and-drop based reporting is so easy to use that you could create any report or dashboard on your Mailchimp data with no IT help or technical knowledge and share them to your colleagues.

 

Setup

 1. How to Setup Mailchimp Advanced Analytics Connector?

Also, refer:

 2. How long should I wait for my Mailchimp data to initially appear in Analytics Plus?

After configuring this connector, you might have to wait sometime for the initial fetch to happen. You will receive an email notification once the import is complete. If you access the workspace before the initial fetch, it will not display any data.

 3. I received an email which said 'Setup Process Failed'/'Synchronization Process Failed'. What should I do?

The import/sync process of your Mailchimp data can fail sometimes, due to a variety of reasons. Hence you may receive such mails occasionally. The Analytics Plus team will look into it immediately and get back to you, after taking the required corrective action.

Case 1: You will receive the Setup Process Failed mail when there is a failure during the initial fetch. In this case we request you to:

  • Open the workspace in which you have setup the connector.
  • Select the Data Sources button from the side panel, and if multiple connectors are setup, select Mailchimp from the options listed.
  • In the Data Sources tab that appears, click the Retry Now link.
  • If the issue persists please write to analyticsplus-support@manageengine.com. We will look into it and get back to you immediately.

Case 2: You will receive the Synchronization Failed mail if there is any failure during the data synchronization process between Mailchimp and Analytics Plus, after the initial setup & import of data. This might be a momentary failure due to any internal issues. This import schedule will be suspended if there are five successive failures.

 4. How frequently can I synchronize my data with Analytics Plus?

You can choose to synchronize your data at the intervals mentioned below:

  • 12 Hours
  • 6 Hours
  • 3 Hours

 5. Can I edit the Mailchimp connector Synchronization setting?

Yes, you can edit the MailChimp connector synchronization setting if you are the administrator of the Analytics Plus account.

To do so,

  • Open the MailChimp Insights workspace.
  • Select the Data Sources button from the side panel, and if multiple connectors are setup, select Mailchimp from the options listed.
  • In the Data Sources tab that opens, click the Edit Setup link.

 

  • Make the necessary changes and click Save.

 6. Can I synchronize my Mailchimp data instantly?

Yes, you can synchronize your MailChimp data instantly when needed.

To synchronize your data instantly:

  • Log in to your Analytics Plus account.
  • Open the corresponding workspace.
  • Select the Data Sources button from the side panel, and if multiple connectors are setup, select Mailchimp from the options listed.
  • In the Data Sources tab that opens, click Sync Now.

 

  • MailChimp data will get instantly synchronized.

Note: This option can be used to a maximum of five times a day.

 7. In whose account will the Mailchimp connector be setup?

It will be setup in the corresponding Analytics Plus account of the Mailchimp user who has configured this connector.

 8. What are the modules in Mailchimp on which I can create reports?

Data from MailChimp is stored in entities called Tables in Analytics Plus. The below data from MailChimp will be synchronized by default into Analytics Plus.

  • Campaigns, Campaigns Vs Members
  • Clicks
  • Lists, List activity
  • Location
  • Member
  • Unsubscribes

 9. How can I create reports using this connector?

You can easily create your own reports using the drag & drop designer of Analytics Plus.

To do so, refer the following content:

Note
  • To create your own reports using this connector, you need to either be the administrator or the workspace owner.

 10. Can I setup the Mailchimp advanced analytics connector in any other existing workspace or in any other advanced analytics workspace?

Yes, you can setup the Mailchimp connector in any of the existing workspaces or in any of the advanced analytics workspace to analyze data together. To do this,

  • Open the workspace into which you would wish to import your Mailchimp data
  • Click the Import Data button in the Explorer tab or select Create > New Table/Import Data.
  • In the Create New Table tab that opens, select Import from Mailchimp.
  • In the Import from Mailchimp dialog that opens, authenticate your Mailchimp account.
  • Select the modules that need to be imported into Analytics Plus.
  • Select the necessary schedule import options in the Schedule Import Settings section and click Next.

Your Mailchimp data will be imported into your workspace. Refer to this setup presentation.

 11. How can I configure from multiple Mailchimp setups ?

You can configure multiple Mailchimp setups in the same workspace or in a different workspace.

If you wish to import the data in an individual workspace, refer this question.

To import data from multiple campaigns into the same workspace,

  • Open the workspace in which you have setup the connector
  • Click the Import Data button in the Explorer tab or select Create > New Table/Import Data.
  • In the Create New Table window that opens, select Import from Mailchimp.
  • In the Import from Mailchimp dialog that opens, select the campaigns that you wish to import.
  • Select the entities and their corresponding fields.
  • Select the necessary schedule import options in the Schedule Import Settings section.
  • Click Create.

 12. Can I transfer my Mailchimp connector to another admin account?

At present, we do not provide an option in the user interface. If you require this transfer, please mail us at analyticsplus-support@manageengine.com and we will do this for you.

 13. How do I remove this setup?

  • Log in to your Analytics Plus account.
  • Open the corresponding orkspace.
  • Select the Data Sources button from the side panel, and if multiple connectors are setup, select Mailchimp from the options listed.
  • In the Data Sources tab that opens, click the Settings icon and select Remove Data Source, as shown in the snapshot.

 

Reporting Features

 1. What are the report types supported by Analytics Plus?

Analytics Plus supports a wide variety of reports.

  • Charts - Pie, ring, bar, stacked bar, stacked area, scatter, line, bubble, packed bubble, heat map, combination, area, funnel, web and map charts are the different types of charts available. 
  • Pivot tables (Matrix Views)
  • Summary view
  • Tabular view
  • Dashboards (multiple reports arranged in the same page)
  • KPI Widgets

 2. Can I modify the default reports that have been created by this connector? If so, how?

Yes, you can modify the default reports if you are the Administrator or a Workspace Admin of the Analytics Plus account in which the Connector is configured. To modify the reports, click the Edit Design button in a report's toolbar and you will be able to make the changes. If you are just a user who's been shared the report, save a copy of the report by clicking Save > Save As. Now you can edit this new copied report.

 3. How do I create reports using fields/columns across different modules?

Columns from across different Mailchimps modules are joined by default. Therefore, you can create reports by simply dragging and dropping the respective columns.

 4. What are Formulas in reports?

Formulas are calculations that you could define using the powerful formula engine in Analytics Plus to help create required reports. Refer Adding Formulas in Analytics Plus to know more.

 5. What are the default formulas added by Analytics Plus, on setting up this connector?

The default formulas added by Analytics Plus are listed below. You can view these formulas by opening the corresponding table and selecting Add > Edit Formulas from the toolbar.

The following are the default formulas in the Campaigns table:

Formula NameFormulaFormula TypeDescription
Active DaysCustomdatediff( "Last Open Time","Campaign Sent Time")Displays the number of days the campaign was active

The following are the formulas from the Campaigns Vs Members table:

Formula NameFormulaFormula TypeDescription
Mails SentAggregateCount("Campaigns Vs Members"."CAMPAIGN_ID")Total mails sent in each campaign
Total Hard BouncesAggregatecountif("Campaigns Vs Members"."Member Status"='hard')Displays the total number of hard bounces in the campaign
Total Soft BouncesAggregatecountif("Campaigns Vs Members"."Member Status"='soft')Displays the total number of soft bounces in the campaign
Open RateAggregate(countif("Campaigns Vs Members"."Opens">0)/count("Campaigns Vs Members"."MEMBER_ID"))*100Displays the open rate of the campaign
Bounce RateAggregate("Campaigns Vs Members"."Total Hard Bounces"/"Campaigns Vs Members"."Mails Sent")*100Displays the hard bounce rate of the campaign
Soft Bounce RateAggregate("Campaigns Vs Members"."Total Soft Bounces"/"Campaigns Vs Members"."Mails Sent")*100Displays the soft bounce rate of the campaign

The following are the formulas from the Clicks table:

Formula NameFormulaFormula TypeDescription
Campaign Click RateAggregatesum("Clicks"."Unique Clicks")/(sum("Campaigns"."Emails Sent")*count("Clicks"."URL_ID"))*100Displays the total number of clicks from a particular campaign

The following are the formulas from the List Activity table:

Formula NameFormulaFormula TypeDescription
Total Members AdditionAggregatesum("List Activity"."Subscribes")+sum("List Activity"."Other Adds")Displays the total number of members to whom the campaign was sent
Total Members RemovalAggregatesum("List Activity"."Other Removes")+sum("List Activity"."Unsubscribes")+sum("List Activity"."Hard Bounces")+sum("List Activity"."Soft Bounces")Displays the total number of users who were removed due to unsubscription, hard and soft bounced.
Member CountAggregate"List Activity"."Total Members Addition"-"List Activity"."Total Members Removal"Displays the total member count available after unsubscription, hard and soft bounces
Click RateAggregate(sum("List Activity"."Recipient Clicks")/sum("List Activity"."Emails Sent"))*100Displays the click rate of the list
Open RateAggregate(sum("List Activity"."Unique Opens")/sum("List Activity"."Emails Sent"))*100Displays the open rate with respect to the list.
Hard Bounce RateAggregate(sum("List Activity"."Hard Bounces")/sum("List Activity"."Emails Sent"))*100Displays the hard bounce rate of the list.
Soft Bounce RateAggregate(sum("List Activity"."Soft Bounces")/sum("List Activity"."Emails Sent"))*100Displays the soft bounce rate of the list.

The following are the formulas from the Members table:

Formula NameFormulaFormula TypeDescription
Member NameCustomconcat( "First Name", ' ', "Last Name")Full Name of the Member
Domain NameCustomright("Email",(length( "Email") - indexof( "Email", '@')))Provides the domain name
Is Qualified Domain?Customif(( "Domain Name"='gmail.com' OR "Domain
Name"='yahoo.com' OR "Domain Name"='yahoo.co.in' OR "Domain Name"='outlook.com' OR "Domain Name" = 'hotmail.com'), 'No','Yes')
Displays yes - if the domain is a dedicated domain, displays no if the domain is gmail, yahoo, outlook or hotmail
Unsubscription PercentageAggregate(Countif("Members"."Status"='unsubscribed')/
Count("Members"."MEMBER_ID"))*100
Displays the percentage of users who have unsubscribed.

 6. How do I create my own custom formulas in Analytics Plus?

Refer the Custom Formulas section in the Analytics Plus help document.

 7. Can I add/modify data in the Mailchimp data tables in Analytics Plus?

No, you cannot add/modify data in the Mailchimp data tables. Data from Mailchimp modules gets automatically synced into Analytics Plus in the different tables (one table for one module). You cannot edit any of this data or add new data records from within Analytics Plus.

However you can add new tables and add/import data into that, to create reports combining it with the data from Mailchimp.

 8. Can I add new columns to the Mailchimp data tables in Analytics Plus?

No, you cannot add new columns. But, you can add Formula Columns and Aggregate Formulas (i.e., calculated fields) to these tables to help you create powerful reports. Refer Adding Formulas to know more on this.

 9. Can I add new data tables in this workspace to create reports & dashboards?

Yes, you can add new data tables. Select Create > New Table / Import Data from the side panel to add a new table into the existing Mailchimp workspace.

With this feature, you can import data from other sources or add them manually into your workspace to analyze and create reports combining this with your Mailchimp data . You can also import data from other business applications like Salesforce and support applications like ServiceDesk Plus etc. With Analytics Plus API you can integrate data from other applications.

Refer:

 10. Can I combine data from other sources with the data from Mailchimp to create reports and dashboards?

Yes, you can combine data from your other sources with your Mailchimp company data for analysis.
To do this, you need to add/import a new data table into the Mailchimp workspace as explained in the previous question and then define a look-up to join it with the table from Mailchimp.

To define a lookup relationship between two tables, it is essential that the tables have at least one column which is common between them. Follow the below steps to look up a column from Mailchimp along with the data from any other source.

  • Open the corresponding table, right click the column header and select Change to Lookup Column.
  • Change to Lookup Column dialog that opens, select the column to look up.
  • Click OK

Please do note that you cannot create a Lookup column between the Mailchimp tables. Click here to learn more. 

 11. Can I join data from multiple tables to create reports?

Yes, you can join data from multiple tables to create the reports. Refer Joining Tables in Analytics Plus for detailed help on this.

 12. What are Query Tables?

Analytics Plus allows you to pull the data required by writing standard SQL SELET Queries. This feature is called Query tables, using which you can also combine data from different tables and create reports from the same. Click here to learn more.

 Users, Sharing & Collaboration

 1. How do I share the reports in Analytics Plus with my colleagues?

You can share the default reports provided in the Dynamics CRM connector and the reports you have created, with other users in your portal. Refer to Sharing and Collaboration help page for more details on this.

Once you privately share a report to your colleagues, they will be able to access the reports. Click here to learn how to access these shared reports. 

 2. Why are other members in my company not able to access the reports that I create?

When a Mailchimp Administrator configures the Mailchimp - Analytics Plus connector, the tables and reports will be available only to them, by default. The Administrator has to share the workspace with other members of the company. Only then will the default reports be accessible by those members.

To know more, refer the Sharing and Collaboration help page.

 3. How can other members in my company create reports?

The Mailchimp Administrator who has setup the connector should share the tables present in Mailchimp Advanced Analytics workspace with other members of the company. Once this is done, the shared users can create reports based on those tables.

To know more, refer the Sharing and Collaboration help page.

Note: If you add a user as a Workspace Admin in the Mailchimp workspace created in Analytics Plus, the user will be able to access all the data & reports, create new reports and do any operation that you could do on the workspace.

 4. Why can't other users edit the reports that I have shared to them?

This is the expected behavior. If the user being shared to is a workspace admin, they can edit the reports. If a normal user wants to edit a report, they can save the report in their account under a different name using the Save As option, after which it can be edited. 

 5. Can I share the same report created to multiple users with different criteria associated, so that they see different data?

Yes, you can. Refer the Variables and Apply Filter criteria help documents.

 6. Can I export a report/dashboard?

Yes, you can export the report/dashboard in various file formats such as CSV, EXCEL, PDF, HTML and Image. Click here to learn more.

 7. How can I print the reports & dashboards created in Analytics Plus?

In order to print the report/dashboard, you first need to export it. You can export the report in various file formats such as CSV, EXCEL, PDF, HTML and Image. Click here to learn more.​

Note: If you are a user to whom a report has been shared and you want to take a print, ensure you have been provided the Export permission by the Administrator to the report, only then you will be able to print the report.

 8. How can I email reports & dashboards created in Analytics Plus in a scheduled manner?

If you are the Administrator of the Analytics Plus connector or a Workspace Admin, you can schedule reports and dashboards to be emailed automatically. Refer to the email schedule section to learn more.

 9. How do I embed my reports in my intranet, blog or presentation?

You can easily embed the reports & dashboards created in Analytics Plus in your website, web application or blog. Refer Embedding in Web Pages/Blogs to know more about this.

 Help & Support

 1. How do I get technical support on Analytics Plus connector?

We offer 24x5 technical support (Monday to Friday). If you need our assistance, kindly mail your questions to analyticsplus-support@manageengine.com.

You can also reach us on our toll-free numbers:

  • United States: +1 408 454 4202
  • India: +91-44-46447058 Extn: 6222

 2. Can I have someone from Analytics Plus do a demo of this connector for me?

Yes, certainly. Register for a demo in this page.

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